directenergy

Internal tooling implementation

Discover how we helped DirectEnergy increase their contract growth by 14% in only a few weeks

Discover how we helped DirectEnergy increase their

contract growth by 14% in only a few weeks

Discover how we helped DirectEnergy increase their contract growth by 14% in only a few weeks

Processive is proud to have worked closely with DirectEnergy, leveraging cutting-edge

business automations to grow their network and manage their outreach more efficiently

Processive is proud to have worked closely with DirectEnergy, leveraging
cutting-edge business automations to grow their network and
manage their outreach more efficiently

Processive is proud to have worked closely with DirectEnergy, leveraging cutting-edge business automations to grow their network and manage their outreach more efficiently

Industry

Industry

Energy Consulting

Energy Consulting

|

Usecase

Usecase

Internal referral-management platform

Internal referral-management platform

4 weeks

4 weeks

Project completion

10x

10x

Faster lead processing

14%

14%

Contract growth

REQUESTS & CHALLENGES

DirectEnergy started dealing with a massive influx of leads. However, the majority of those were full of erroneous information, had unstructured data and were coming from multiple fragmented sources. Having to waste dedicated resources for untangling the mess and turn them into actionable qualified contacts they could do business with, they reached out to us to help them streamline and automate the process.

DirectEnergy started dealing with a massive influx of leads. However, the majority of those were full of erroneous information, had unstructured data and were coming from multiple fragmented sources. Having to waste dedicated resources for untangling the mess and turn them into actionable qualified contacts they could do business with, they reached out to us to help them streamline and automate the process.

DirectEnergy started dealing with a massive influx of leads. However, the majority of those were full of erroneous information, had unstructured data and were coming from multiple fragmented sources. Having to waste dedicated resources for untangling the mess and turn them into actionable qualified contacts they could do business with, they reached out to us to help them streamline and automate the process.

Data Fragmentation

Unstructured Information

Increased Cost of Doing Business

HOW WE SOLVED IT

From Chaos to Conversion.

Streamlining operations in just 4 weeks.

Armed with DirectEnergy’s vision for the ideal workflow for leads and affiliates management, we designed and developed a multi-platform mobile app for lead capturing and an effective back-office platform for them to manage their affiliates and inbound leads. Our tailored solution, leveraging low-code platforms, LLMs and 3rd party integrations rapidly transformed their chaotic workflow into a streamlined, efficient operation.

Services Provided

Business Process Automation

We transformed DirectEnergy's manual tasks into an efficient, automated workflow. By identifying the most resource-draining operations and implementing automation solutions, we freed up their team's focus on growth-driving activities.

Intelligent Workflow Integration

We seamlessly connected DirectEnergy's existing tools and systems into a cohesive, intelligent workflow. Our low-code platform expertise ensured rapid implementation, minimal disruption, and maximum efficiency gain across the entire operation.

Integrated Custom CRM

With the power of a Large Language Model, the flexibility of a low-code platform and open integration of DirectEnergy's own tools, we developed a state of the art Lead Management system

Tools & Technologies

OpenAI

Retool

Google Sheets

Temporal Workflows

HOW WE SOLVED IT

From Chaos to Conversion.

Streamlining operations in just 4 weeks.

Armed with DirectEnergy’s vision for the ideal workflow for leads and affiliates management, we designed and developed a multi-platform mobile app for lead capturing and an effective back-office platform for them to manage their affiliates and inbound leads. Our tailored solution, leveraging low-code platforms, LLMs and 3rd party integrations rapidly transformed their chaotic workflow into a streamlined, efficient operation.

Services Provided

Business Process Automation

We transformed DirectEnergy's manual tasks into an efficient, automated workflow. By identifying the most resource-draining operations and implementing automation solutions, we freed up their team's focus on growth-driving activities.

Intelligent Workflow Integration

We seamlessly connected DirectEnergy's existing tools and systems into a cohesive, intelligent workflow. Our low-code platform expertise ensured rapid implementation, minimal disruption, and maximum efficiency gain across the entire operation.

Integrated Custom
CRM

With the power of a Large Language Model, the flexibility of a low-code platform and open integration of DirectEnergy's own tools, we developed a state of the art Lead Management system

Tools & Technologies

OpenAI

Retool

Google Sheets

Temporal Workflows

HOW WE SOLVED IT

From Chaos to Conversion.
Streamlining operations in just 4 weeks.

Armed with DirectEnergy’s vision for the ideal workflow for leads and affiliates management, we designed and developed a multi-platform mobile app for lead capturing and an effective back-office platform for them to manage their affiliates and inbound leads. Our tailored solution, leveraging low-code platforms, LLMs and 3rd party integrations rapidly transformed their chaotic workflow into a streamlined, efficient operation.

Services Provided

Business Process Automation

We transformed DirectEnergy's manual tasks into an efficient, automated workflow. By identifying the most resource-draining operations and implementing automation solutions, we freed up their team's focus on growth-driving activities.

Intelligent Workflow Integration

We seamlessly connected DirectEnergy's existing tools and systems into a cohesive, intelligent workflow. Our low-code platform expertise ensured rapid implementation, minimal disruption, and maximum efficiency gain across the entire operation.

Integrated Custom CRM

With the power of a Large Language Model, the flexibility of a low-code platform and open integration of DirectEnergy's own tools, we developed a state of the art Lead Management system

Tools & Technologies

OpenAI

Retool

Google Sheets

Temporal Workflows

STRUCTURED PROCESS THAT BRINGS RESULTS

Results in weeks. Not quarters.

Results in weeks. Not quarters.

Results in weeks. Not quarters.

“If you’re looking for a top-notch business automation agency, don’t look beyond Processive. They’re an absolute delight to work with. I usually have very unique and challenging needs, which they’re able to turn into reality in a matter of days”

“If you’re looking for a top-notch business automation agency, don’t look beyond Processive. They’re an absolute delight to work with. I usually have very unique and challenging needs, which they’re able to turn into reality in a matter of days”

“If you’re looking for a top-notch business automation agency, don’t look beyond Processive. They’re an absolute delight to work with. I usually have very unique and challenging needs, which they’re able to turn into reality in a matter of days”

Dimitris B.

Dimitris B.

Co-Founder, DirectEnergy

Co-Founder, DirectEnergy

directenergy

Harness AI for more Efficient Operations

Generative AI Consulting & Training

AI Integration solutions

Chatbots, Agents and Workflow Automations

Harness AI for more Efficient Operations

Generative AI Consulting & Training

AI Integration solutions

Chatbots, Agents and Workflow Automations

Harness AI for more
Efficient Operations

Generative AI Consulting & Training

AI Integration solutions

Chatbots, Agents and Workflow Automations

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